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QuickBooks Online: What’s the difference between the Company Administrator and the Master Administrator
QuickBooks Online: What’s the difference between the Company Administrator and the Master Administrator? Company Administrator: Access to all features and capabilities in QuickBooks company file and can see everything. Master Administrator: All the access rights of a Company Administrator. You cannot delete or change the access rights of the Master Administrator. There is only one…
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How to handle fees (Paypal and Square) deducted from customer payments in QuickBooks Online
This article deals with step-by-step instructions on how to manually recording fees (Paypal or Square) and then match the deposit transactions in bank feed —Review items from your bank and link each item to an existing record. EXAMPLE – Signed up for Square (or PayPal) so that I could accept credit cards. I will be…
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How do I run a weekly report of Sales Receipts from customers/clients
Most of the reports in QBO, you can’t customize the way you want it. Just wish, they’ve simple weekly sales reports filter by sales transaction type like Sales Receipt but they don’t. The ideal report in QBO would be SALES BY CUSTOMER SUMMARY group by week. But this report you can’t filter it by Transaction…
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How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)
QuickBooks Online allows users to import their credit card transactions via Excel CSV (comma-separated values) files. It will allow importing date, description and amount columns. For the amount, you can use 1-Column field or 2-Column fields. It is recommended to use Debit and Credit with two columns excel file format to import. QBO will not…
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How to Manage SALES TAX – set up, collect, report and pay sales tax in QuickBooks Online
QuickBooks Online – How to Manage SALES TAX – set up, collect, report and pay sales tax From the Dashboard > Taxes Set up products and services and make it taxable > Gear > Lists > Products and Services > New > select ‘Is taxable” box. Also, see reference article: Sales tax in QuickBooks Online
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QuickBooks Online – NEW Easier to Navigate Reports in QuickBooks Labs
NEW Easier to Navigate Reports in QuickBooks Labs Comparison of QuickBooks Online REPORTS available in different plans (Plus, Essentials and Simple-Start)
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QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App
QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App 1) Example: get a white screen after signing in Refresh the App’s cache by going to the File menu (top left) and choosing “Refresh” or Ctrl+R. You can also try “Reset App Data” from the Help menu. 2) Example: unable to open the…
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Price Rules (aka Price Levels) in QuickBooks Online
Price Rules is currently available in Plus plan only. It’s not available in Essentials and Simple Start plans. Customer type is linked to price rules feature at this time. Using pricing level you can establish different price points for Customer, more helpful for inventory items. But with customer type, you can filter the sales report…
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QBO is not auto-populating the customer address when filling out a purchase order
QBO is not auto-populating the customer address when filling out a purchase order. This may be a new issue. Try checking the customer’s profile to see if you’ve entered the Shipping address or if the “Same as billing address” box is checked. If there’s none, try entering the Ship address or check the Same as…
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How to cancel your Intuit Merchant Credit Card Services account
How to cancel your Intuit Merchant Credit Card Services account Mobile Payments users may be able to cancel online here in the merchant service center. Choose Account > Account Profile and scroll to the bottom of the page to the Account Cancelation section. If you don’t see this section, follow the steps in this topic.…
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How do I know if I have Quickbooks Plus plan or not?
You can verify QBO plan couple of different ways. You can easily verify that directly from the Billing and Subscription tab. From the homepage screen > Click on the Gear (⚙) icon at the top right corner > Your Company > Account and Settings > Billing and Subscription > QuickBooks Plan details. Another easy way…
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QuickBooks Win App – What’s New
QuickBooks Win App – What’s New QuickBooks 3.3.0 and QuickBooks 3.2.0 SOURCE: QBO Win App > Help menu at top > What’s new QuickBooks 3.3.0 Added spell checker ‘Export to Excel’ and ‘Export to PDF’ save the downloaded files with the correct extension New preferences menu item ‘Always Open Files After Download’ Fix for ‘Unauthorized…